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Retirement Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Retirement Group’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$90.6K Buy
1,859
+9
+0.5% +$413 0.03% 175
2023
Q4 		$84.5K Buy
1,850
+5
+0.3% +$210 0.03% 168
2023
Q3 		$75.6K Buy
1,845
+5
+0.3% +$213 0.03% 165
2023
Q2 		$77.4K Sell
1,840
-21
-1% -$852 0.03% 162
2023
Q1 		$76K Buy
1,861
+14
+0.8% +$595 0.03% 154
2022
Q4 		$76K Buy
1,847
+1,842
+36,840% +$76.2K 0.04% 144
2022
Q3 		$0 Sell
5
-1,844
-100% -$75.9K ﹤0.01% 563
2022
Q2 		$73K Sell
1,849
-96
-5% -$4.05K 0.03% 179
2022
Q1 		$93K Buy
1,945
+5
+0.3% +$219 0.04% 177
2021
Q4 		$97K Hold
1,940
– – 0.04% 169
2021
Q3 		$102K Buy
1,940
+100
+5% +$4.2K 0.05% 162
2021
Q2 		$77K Hold
1,840
– – 0.04% 186
2021
Q1 		$74K Hold
1,840
– – 0.03% 223
2020
Q4 		$64K Hold
1,840
– – 0.03% 231
2020
Q3 		$53K Hold
1,840
– – 0.03% 231
2020
Q2 		$52K Buy
+1,840
New +$49.7K 0.03% 227
2019
Q4 		$70K Buy
+1,840
New +$68K 0.05% 199

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's DON Position: Q1 2024 in Review

Retirement Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.49% in Q1 2024, buying an estimated $413 and bringing the position to 1,859 shares worth $90.6K. The position accounts for 0.03% of the portfolio, ranked #175.

Retirement Group first reported a position in DON in Q4 2019 and has held it in 17 quarters since. The position peaked at $102K in Q3 2021. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

  • Retirement Group held 1,859 shares of WisdomTree US MidCap Dividend Fund worth $90.6K as of Q1 2024.
  • Retirement Group bought 9 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $413.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Retirement Group's portfolio in Q1 2024, its #175 holding.
  • Retirement Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's WisdomTree US MidCap Dividend Fund position peaked at $102K in Q3 2021.
  • 426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.